28 episodes
The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement Jim Kruzan
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5.0 • 1 Rating
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Wealth management is not just for the wealthy. Everyone is entitled to the best retirement possible. Welcome to The Retirement Engineer with Jim Kruzan - Your Path to a Bigger, Bolder Retirement, brought to you by Kaydan Wealth Management, a firm that specializes in serving the mobility technology industry. In this podcast, we help you maximize your resources and engineer your best retirement through a process-driven approach, so you can get the little things right. Drawing from years of expertise, Jim and his guests will simplify complex wealth management strategies and explore actionable ideas to help you protect your hard-earned wealth and take control of your future.
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Top 6 Investment Mistakes To Avoid (Ep. 27)
Are you making common investment mistakes without even realizing it? They could end up costing you your dream retirement… Join Jim Kruzan CFP®, CRPC® as he jumps into the top six investment mistakes that could be sabotaging your financial future. Learn about the essential knowledge and understanding needed before making investment decisions, the consequences of … Read More Read More
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The Fortified Future: An Inside Look at How Raymond James Helps Protect Your Assets with Jessica Rice (Ep. 26)
Did you know that major financial institutions like Raymond James detect and repel around 300 million cyber threats a day? Join Jim Kruzan CFP®, CRPC®, as he speaks with Jessica Rice, Business Information Security Lead at Raymond James, to dive into the intricacies of cybersecurity from a corporate perspective. With her expertise in liaising between … Read More Read More
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Navigating Retirement Healthcare Pre and Post-Medicare with Darren Brennan, CFP®, CRPC® (Ep. 25)
Did you know that today, a couple aged 65 is expected to spend about $315,000 on healthcare costs throughout retirement? That is a lot of money! Have you taken the time to plan for these expenses? This week on The Retirement Engineer, Jim Kruzan is joined by Darren Brennan, Certified Financial Planner and Chartered Retirement … Read More Read More
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Navigating the Waters of Required Minimum Distributions (RMDs) with Dylan Stewart (Ep. 24)
Need clarity around required minimum distributions (RMDs) and their impact on your retirement cash flow? This week, Jim Kruzan, CFP®, CRPC®, is joined by Dylan Stewart, CFP®, CPA, Wealth Advisor at Kaydan Wealth Management, to unpack the intricacies of RMDs and their critical role in retirement planning. Learn about the mechanics, tax planning aspects, long-term … Read More Read More
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10 IRA Mistakes to Avoid (Ep. 23)
Are you making the most of your IRAs to secure a bigger, bolder retirement? In this installment of The Retirement Engineer, Jim Kruzan CFP®, CRPC® dives into the world of Individual Retirement Accounts (IRAs), uncovering the most common pitfalls that could derail your retirement savings. From the evolution of IRAs to innovative strategies for maximizing … Read More Read More
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Safeguarding Your Wealth Against Cybercrime with Retired FBI Special Agent Jeff Lanza (Ep. 22)
The threat of cybercrime and identity theft looms larger than ever, posing a significant risk to individuals’ financial security, especially as they approach retirement. This week, Jim Kruzan, CFP®, CRPC®, welcomes Jeff Lanza, a retired FBI agent with a wealth of experience in cyber security. Together, they dive into the critical and ever-evolving topic of … Read More Read More
Customer Reviews
Great Info; Easy to Implement for a Bigger Future
Jim has a unique approach to retirement planning that helps individuals visualize and realize their retirement desires. The approach taken in this podcast is a reminder that retirement planning is not limited to only the wealthy.
Listen and subscribe for great ideas that will help you live the life you desire!